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Testimonial

“The “Money Matters” workshop was a total game-changer for our agency. The material presented was detailed, grounded in real-world situations, and immediately actionable. Beyond that, we were able to benefit from the presence of other agency owners who came from a wide variety of situations and were able to share practical experience and advice. We came away with the information we needed to conduct a complete overhaul of our agency.

We got rid of an underperforming portion of our business; overhauled our budgeting and financial review process; and even changed our employee/vendor structure. Within 12 months, the end result was WAY less stress, dramatically improved internal processes and systems, the freedom to work on the business, and a year-over-year increase of over 44% in income. Suffice it to say, I think it was the best time and money we’ve ever spent on our business.”